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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,265 | $60,393-41.6% | $81,820-56.9% | $74,429-52.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.05% | 16.89%-3.8pp | 777.93%-764.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $669 | $2,626-74.5% | $2,915-77.0% | $2,625-74.5% |
| Participant deferral / active EE | $2,328 | $3,397-31.5% | $4,323-46.2% | $4,348-46.5% |
| Admin fee / account holder | $7 | $1,491-99.5% | $7,391-99.9% | $1,944-99.6% |